ABOUT US
Overview
Why Us?
Our Mission
Our Clients
Firm Biographies

Firm Biographies

Roger W. Roble

President


Roger W. Roble is the President of Roble, Belko & Company. Roger founded the firm in 2000 with the goal of providing independent, objective advice to a select group of high net worth and institutional clients. Roger’s responsibilities include relationship management, portfolio management and compliance. His extensive background in the institutional public finance markets has helped in the implementation and trading of customized municipal bond portfolios for our high net worth clients. Roger is also very involved in the coordination of our wealth management services with our clients’ tax and legal advisors.

Roger received his M.B.A. degree from Carnegie Mellon University in 1986, following undergraduate studies at CMU that earned him Academic All-American Football honors in 1985. He began his career with CS First Boston in New York, subsequently working in Institutional Fixed Income Sales in CS First Boston’s Philadelphia and Chicago offices. Roger then spent 5 years in A.G. Edwards’ Chicago office, focusing primarily on the tax exempt bond market. During his 14 years of institutional coverage, Roger traded various fixed income securities to mutual funds, bank trusts, insurance companies, corporations, and investment advisers. Roger currently serves on the Investment Committee of the Catholic Diocese of Pittsburgh.


William T. Belko, CFA

Chief Investment Officer


William T. Belko is the Chief Investment Officer of Roble Belko & Company. Bill joined the firm in 2002 and is currently responsible for portfolio management, investment research and trading. Bill oversees the firm’s investment process and developed the firm’s risk management system . His quantitative background in equities and derivatives helped in the risk management, portfolio hedging, and liquidation of concentrated stock exposure for several of our clients. Bill also developed an asset/liability management system, which analyzes interest rate risk for certain client mandates.

Bill graduated Summa Cum Laude from California University of Pennsylvania and attained Academic All-American honors in basketball in 1984. He then received his M.B.A. degree from Carnegie Mellon University in 1986 and became a Chartered Financial Analyst (CFA) in 1991. Bill began his career with Dean Witter Reynolds in New York, working in Corporate Bond Trading and Institutional Fixed Income. He later joined Advanced Investment Management in 1989, where he helped pioneer the firm’s enhanced index arbitrage strategy. Bill eventually became a senior portfolio manager, managing over $6 billion in fixed income securities, equity derivatives, common stocks and exchange-traded funds for larger institutional pension and endowment funds.

 

Ryan P. Lacey CFP®

Financial Analyst


Ryan Lacey is a Financial Analyst at Roble, Belko & Company. His primary responsibilities include financial planning and client service. Ryan graduated from Edinboro University with a Bachelors degree in Business Administration with an emphasis in Financial Services and a Minor in Economics in 2003. In 2009, he also earned his M.B.A. in Finance at Waynesburg University. Ryan began his career at PNC Bank in Pittsburgh, working as a Licensed Financial Sales Consultant. His roles included sales and service for all investment and bank related products. He then transitioned into the Private Client Group as a Relationship Manager, where he was responsible for providing dedicated services to high net worth clients. Ryan joined Roble, Belko & Company in July of 2008.


Colleen E. Doughty

Financial Analyst


Colleen Doughty is a Financial Analyst at Roble, Belko & Company. Her primary responsibilities include trade settlement and reconciliation, as well as client reporting. Colleen graduated from OhioUniversity with a Bachelors degree in Business Administration with an emphasis in Finance in 2003. In 2011, Colleen graduated with her M.B.A. in Marketing from Duquesne University. Colleen began her career at BNY Mellon in Pittsburgh, working as a Managed Account Reconciliation Specialist. Her roles included creating daily reporting to support investment managers. She then transitioned to Mellon Capital Management as a Senior Client Operations Accountant, where she was responsible for providing clients with timely and accurate reporting. Colleen joined Roble, Belko & Company in June of 2009.

 

 

Sarah E. Yount

 

Financial Analyst

 

Sarah Yount is a Financial Analyst at Roble, Belko & Company. Her primary responsibilities include reporting, account documentation and trade settlement. Sarah graduated from Heidelberg University with a Bachelors degree in Business Administration in 2005. Sarah began her career at BNY Mellon where she worked as a Client Accounting and Reporting Analyst. Her roles included providing clients and investment managers valuation on a daily and monthly basis, as well as accounting reports, investment manager reconciliations, client cash transfers, conversion assistance and audit support. Sarah joined Roble, Belko & Company in August of 2012.


 

Keith J. Wander   

                 

Investment Analyst 


Keith Wander is an Investment Analyst at Roble, Belko & Company. His primary responsibilities include investment analysis and research. Keith graduated from Ohio University with a Bachelor’s degree in Business Administration with a dual concentration in Finance and Business Pre-Law in 2003. He became a Chartered Financial Analyst (CFA) in 2011 and is a member of the CFA Society of Pittsburgh. Keith began his career with Northern Trust in Chicago, working in the Investment Risk and Analytical Services division. Keith later joined BNY Mellon Asset Management as a Senior Investment Analyst where his primary responsibility was performing  independent and comprehensive investment manager due diligence across traditional and alternative asset classes. Keith joined Roble, Belko & Company in January of 2013.